Royal Harbor Partners is an investment advisor in Houston with $219.15 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
842101229
SEC advisor number
801-116961
FINRA CRD number
304735
AUM ?
$219.15 mm
(as of 14 Apr 23)
Accounts
544
(as of 14 Apr 23)
Employees
7
(5 investment advisory or research)
Address
Royal Harbor Partners
12000 AEROSPACE AVENUE
SUITE 420
HOUSTON
TX 77034
12000 AEROSPACE AVENUE
SUITE 420
HOUSTON
TX 77034
Office hours
Monday - Friday, 8:30 AM - 4:30 PM
Phone
(713) 554-2252
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Jones, Michele, Alice | Managing Member/chief Compliance Officer | 06/2019 | 25-50% |
Picha, Natalie, Carol | Managing Member | 06/2019 | 25-50% |
Royal, Glenn, Richmond | Managing Member | 06/2019 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21